Our Team

Tim Barrett

  • Partner, Portfolio Manager
  • Wealth Management
  • San Francisco

Tim Barrett is a partner and portfolio manager in the San Francisco office of Evercore Wealth Management, serving West Coast families, foundations and endowments. He has over 20 years of investment experience.

Mr. Barrett joined the firm in 2012, following the acquisition of Mt. Eden Investment Advisors, where he was a founding partner. Previously, he was a portfolio manager at Weiss, Peck & Greer; the director of research at Sand Hill Advisors; and a research analyst at Verissimo Research & Management.

Mr. Barrett earned two bachelor’s degrees from University of California, Berkeley in political economy and German, and a master’s in international affairs and finance from UC San Diego. He holds both the chartered financial analyst and accredited investment fiduciary designations, and is a member of the CFA Institute and the CFA Society San Francisco.